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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
426
Concord Wealth Partners
Virginia
$1.54M +$174K +6,846 +12%
LCM
427
Liberty Capital Management
Michigan
$1.54M -$12.2K -480 -0.8%
MWP
428
Meridian Wealth Partners
Pennsylvania
$1.54M +$185K +7,293 +13%
APWA
429
Atlas Private Wealth Advisors
New Jersey
$1.46M +$1.5M +59,115 +140,750%
SFG
430
Sage Financial Group
Pennsylvania
$1.46M +$381 +15 +0%
JFGIW
431
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.46M -$6.02K -237 -0.4%
FWI
432
Facet Wealth Inc
Maryland
$1.45M -$10.4K -411 -0.7%
SHA
433
Seneca House Advisors
Virginia
$1.44M -$144K -5,652 -9%
PPW
434
Pasadena Private Wealth
California
$1.4M -$5.18M -203,829 -78%
ACA
435
Atlas Capital Advisors
Wyoming
$1.38M +$1.75K +69 +0.1%
JIC
436
Johnson Investment Counsel
Ohio
$1.35M +$589K +23,193 +74%
VAS
437
Vestmark Advisory Solutions
Massachusetts
$1.34M +$15.2K +597 +1%
AWA
438
Arkadios Wealth Advisors
Georgia
$1.33M +$1.02M +40,227 +301%
TC
439
TAP Consulting
Missouri
$1.32M -$241K -9,483 -15%
MWM
440
Meridian Wealth Management
Kentucky
$1.32M +$106K +4,188 +9%
FPCM
441
Financial Partners Capital Management
New York
$1.32M +$652K +25,659 +93%
WFG
442
Wills Financial Group
Virginia
$1.3M -$21K -828 -2%
BBPWM
443
Blue Bell Private Wealth Management
Pennsylvania
$1.3M -$13.2K -519 -1%
CA
444
CSM Advisors
Pennsylvania
$1.29M -$114K -4,500 -8%
NRA
445
NSI Retail Advisors
Pennsylvania
$1.29M -$114K -4,500 -8%
ACS
446
Archford Capital Strategies
Illinois
$1.29M +$1.32M +52,056 New
WOSD
447
WFA of San Diego
California
$1.29M -$83.3K -3,276 -6%
CFGS
448
Concourse Financial Group Securities
Alabama
$1.28M +$141K +5,547 +12%
NL
449
NWAM LLC
Washington
$1.27M +$190K +7,467 +17%
BJL
450
Brighton Jones LLC
Washington
$1.24M +$38K +1,497 +3%
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